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Citizens Securities, Inc. CRD 39550
$12.9B regulatory AUM 60,545 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-21 |
Branch Locations
1 Citizens Bank Way, Johnston, RI 02919 • United States
699 Massachusetts Avenue Ms: Ma-609, Arlington, MA 02476 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Arlington | MA | 05/2025 | 12/2025 |
| Citizens Bank | Arlington | MA | 07/2022 | 12/2025 |
| Environmental Design Engineering Inc | Waltham | MA | 09/2020 | 06/2022 |
| Fackelmann | Kuala Lumpur | 07/2014 | 12/2019 | |
| Unemployed | Revere | MA | 01/2020 | 08/2020 |
| Citizens Securities, Inc. | Arlington | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
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